Pinnacle Wealth Planning Services’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DJP Stock Details DJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.8K	Hold	619	–	–	﹤0.01%	1485
2025 Q4	$23.3K	Buy	+619	New	+$22.8K	﹤0.01%	1647
2021 Q1	–	Sell	-3,146	Closed	-$69K	–	776
2020 Q4	$69K	Buy	+3,146	New	+$64.6K	0.02%	637
2018 Q1	–	Sell	-21,340	Closed	-$521K	–	177
2017 Q4	$521K	Buy	+21,340	New	+$505K	1.06%	22

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's DJP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q1 2026 at 619 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Pinnacle Wealth Planning Services first reported a position in DJP in Q4 2017 and has held it in 4 quarters since. The position peaked at $521K in Q4 2017. 147 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

Pinnacle Wealth Planning Services held 619 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $29.8K as of Q1 2026.
Pinnacle Wealth Planning Services left its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 share count unchanged in Q1 2026.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1485 holding.
Pinnacle Wealth Planning Services first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2017 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $521K in Q4 2017.
147 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.